+111.8%
BHP vs CAKE
+157.8%
-46.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.8% | -0.5% |
| 7D | -3.6% | -4.5% | +0.9% | -2.9% |
| 30D | -1.2% | -12.4% | +11.3% | +0.9% |
| 3M | +1.2% | +37.3% | -36.1% | -4.6% |
| 6M | +21.4% | +70.7% | -49.3% | +9.9% |
| YTD | +50.4% | +106.0% | -55.6% | +31.6% |
| 1Y | +67.5% | +79.7% | -12.1% | +49.7% |
| 3Y | +72.8% | +267.8% | -195.0% | +35.4% |
| All | +111.8% | +157.8% | -46.0% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling